Juniper Investment Company, LLC OFIX — ORTHOFIX MED INC

Ownership history in Juniper Investment Company, LLC  ·  8 quarters on record

AI Ownership Summary

Juniper Investment Company, LLC reported ORTHOFIX MED INC (OFIX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 18.3% in 2025 Q4. The latest visible filing shows OFIX at 14.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Juniper Investment Company, LLC's position in ORTHOFIX MED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OFIX was reported at 14.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OFIX stock page Juniper Investment Company, LLC fund profile Juniper Investment Company, LLC full holdings
How Juniper Investment Company, LLC held OFIX — position size vs. price
% of Fund (quarterly)    OFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,976,959 +466,626 +13.3% 14.56% $45.6M 2026-05-15 $12.01
2025 Q4 ADDED — — — 3,510,333 +663,278 +23.3% 18.30% $53.2M 2026-02-17 $13.50
2025 Q3 ADDED — — — 2,847,055 +377,729 +15.3% 15.94% $41.7M 2025-11-14 $14.95
2025 Q2 ADDED — — — 2,469,326 +331,952 +15.5% 11.32% $27.5M 2025-08-14 $14.02
2025 Q1 ADDED — — — 2,137,374 +200,125 +10.3% 15.68% $34.9M 2025-05-15 $12.20
2024 Q4 ADDED — — — 1,937,249 +1,070,656 +123.5% 13.33% $33.8M 2025-02-14 $18.61
2024 Q3 ADDED — — — 866,593 +557,308 +180.2% 5.65% $13.5M 2024-11-14 $17.60
2024 Q2 INITIATED — — — 309,285 — — 1.97% $4.1M 2024-08-14 $15.65

🏢 Other funds also holding OFIX

As of 2026 Q1 — sorted by position size

Engine Capital Management, LP 3Y 7Y 6.08% AYAL Capital Advisors Ltd 2.44% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 1.45% ARMISTICE CAPITAL, LLC 3Y 7Y 0.55% Rubric Capital Management LP 3Y 7Y 0.45% Philosophy Capital Management LLC 3Y 0.39% Tejara Capital Ltd 3Y 0.15% Teton Advisors, LLC 0.14% Palumbo Wealth Management LLC 3Y 0.11% INCEPTIONR LLC 3Y 0.1%

FAQ About Juniper Investment Company, LLC and OFIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Juniper Investment Company, LLC reported owning OFIX?

Juniper Investment Company, LLC reported OFIX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported OFIX position in Juniper Investment Company, LLC's portfolio?

The largest reported portfolio weight for OFIX was 18.30% in 2025 Q4.

What is the latest reported OFIX position on this page?

The most recent filing on this page is 2026 Q1, when Juniper Investment Company, LLC reported 3,976,959 shares, equal to 14.56% of portfolio, with an estimated market value of $45.6M.

What does the chart on this OFIX ownership page compare?

The chart compares Juniper Investment Company, LLC's quarterly OFIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Juniper Investment Company, LLC time their OFIX position?

Based on 13F filing dates vs. subsequent OFIX price moves, Juniper Investment Company, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on OFIX relative to SPY over the holding period was -28.7%.

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